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====================== | ||
Account Credit Control | ||
====================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:c817156f4e3b4729db81454535ca2062c6ce919e7453a032447310da294a7360 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github | ||
:target: https://github.com/OCA/credit-control/tree/17.0/account_credit_control | ||
:alt: OCA/credit-control | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/credit-control-17-0/credit-control-17-0-account_credit_control | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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Account Credit Control module is a part of Financial Tools used in | ||
business to ensure that once sales are made they are realised as cash. | ||
This module helps to identify outstanding debt beyond tolerance level | ||
and setup followup method. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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Configure the policies and policy levels in | ||
``Invoicing > Configuration > Credit Control > Credit Control Policies``. | ||
You can define as many policy levels as you need. You must set on which | ||
accounts are applied every Credit Control Policy under Accounts tab. | ||
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Configure a tolerance for the Credit control and a default policy | ||
applied on all partners in each company, under the General Information | ||
tab in your company form. | ||
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You are able to specify a particular policy for one partner or one | ||
invoice. | ||
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Usage | ||
===== | ||
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Menu entries are located in *Invoicing > Credit Control*. | ||
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Create a new "run" in the *Credit Control Run* menu with the controlling | ||
date. Then, use the *Compute Credit Lines* button. All the credit | ||
control lines will be generated. You can find them in the *Credit | ||
Control Lines* menu. | ||
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On each generated line, you have many choices: | ||
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- Send a email | ||
- Print a letter | ||
- Change the state (so you can ignore or reopen lines) | ||
- Mark a line as Manually Overridden. The line will get the ignored | ||
state when a second credit control run is done. | ||
- Mark one line as Manual followup will also mark all the lines of the | ||
partner. The partner will be visible in "Do Manual Follow-ups". | ||
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Once your lines are properly set up, go back to the "run" and click on | ||
*Run channel action* to massively generate and queue communication | ||
emails or letters for all linked lines. | ||
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Then, use the *Communications* smart button to see all email | ||
communication processes that have been created and follow them. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_credit_control%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Camptocamp | ||
* Okia | ||
* Access Bookings | ||
* Tecnativa | ||
* ACSONE SA/NV | ||
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Contributors | ||
------------ | ||
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- Nicolas Bessi (Camptocamp) | ||
- Guewen Baconnier (Camptocamp) | ||
- Sylvain Van Hoof (Okia SPRL) <[email protected]> | ||
- Akim Juillerat (Camptocamp) <[email protected]> | ||
- Kinner Vachhani (Access Bookings Ltd) <[email protected]> | ||
- Raf Ven <[email protected]> | ||
- Quentin Groulard (ACSONE) <[email protected]> | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
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- Vicent Cubells | ||
- Manuel Calero | ||
- Ernesto Tejeda | ||
- Pedro M. Baeza | ||
- Jairo Llopis | ||
- João Marques | ||
- César A. Sánchez | ||
- Víctor Martínez | ||
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- Enric Tobella <[email protected]> | ||
- Naglis Jonaitis (Versada UAB) <[email protected]> | ||
- `360ERP <https://www.360erp.com>`__: | ||
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- Andrea Stirpe | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/17.0/account_credit_control>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
from . import models | ||
from . import wizard | ||
from . import report |
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# Copyright 2012-2017 Camptocamp SA | ||
# Copyright 2017 Okia SPRL (https://okia.be) | ||
# Copyright 2018 Access Bookings Ltd (https://accessbookings.com) | ||
# Copyright 2019-2020 Tecnativa | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Account Credit Control", | ||
"version": "17.0.1.0.0", | ||
"author": "Camptocamp," | ||
"Odoo Community Association (OCA)," | ||
"Okia," | ||
"Access Bookings," | ||
"Tecnativa," | ||
"ACSONE SA/NV", | ||
"maintainer": "Camptocamp", | ||
"category": "Finance", | ||
"depends": ["base", "account", "mail"], | ||
"website": "https://github.com/OCA/credit-control", | ||
"data": [ | ||
# Security | ||
"security/account_security.xml", | ||
"security/ir.model.access.csv", | ||
# Views | ||
"views/account_move.xml", | ||
"views/credit_control_line.xml", | ||
"views/credit_control_communication.xml", | ||
"views/credit_control_policy.xml", | ||
"views/credit_control_run.xml", | ||
"views/res_company.xml", | ||
"views/res_partner.xml", | ||
"views/res_config_settings_view.xml", | ||
# Reports | ||
"report/report.xml", | ||
"report/report_credit_control_summary.xml", | ||
"report/account_credit_control_analysis.xml", | ||
# Data | ||
"data/data.xml", | ||
# Wizards | ||
"wizard/credit_control_emailer_view.xml", | ||
"wizard/credit_control_marker_view.xml", | ||
"wizard/credit_control_printer_view.xml", | ||
"wizard/credit_control_policy_changer_view.xml", | ||
], | ||
"demo": ["demo/res_users.xml"], | ||
"installable": True, | ||
"license": "AGPL-3", | ||
"application": True, | ||
} |
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